Withum

NOVEMBER 15, 2023

In a move aimed at modernizing and streamlining the interaction between the Internal Revenue Service (IRS) and taxpayers, the IRS has recently announced the launch of its new Online Document Upload Tool. This initiative is expected to significantly reduce the processing time for taxpayer documents.

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Tax 124

Accounting Today

JULY 7, 2023

The case management system is making it more convenient for tax attorneys to electronically file documents simultaneously in consolidated groups of cases.

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Tax 98

Accounting Today

JULY 25, 2023

The Treasury Inspector General for Tax Administration said the IRS does an admirable job addressing cyberthreats, but said the agency should improve its documentation of them.

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Tax Technology 98

CPA Practice

JULY 19, 2024

A document management solution (DMS) helps streamline every branch of your firm by making it easy to find the document you need whenever you need it. million – $4,999,999 $5 million – $10,000,000 Over $10 million Do you have a document management system? By downloading this content, you agree to our Terms and Conditions.

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Accounting Today

AUGUST 6, 2024

TaxDome announced the release of TaxDome AI, meant to facilitate document management tasks.

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Tax 67

CPA Practice

FEBRUARY 21, 2023

Taxpayers who receive certain notices from the IRS and are required to send information to the agency now have the option of submitting that documentation online through IRS.gov. This provides immediate benefits to taxpayers, who have nearly instant confirmation that documents were received by the IRS. CP08 , relating to the CTC.

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income tax Tax online accounting Account 110

CPA Practice

DECEMBER 1, 2023

Technologists Randy Johnston and Brian Tankersley, CPA, discuss TeamMate Document Linker for External Audit, a solution from Wolters Kluwer designed for CPAs, saving junior auditors time, strengthening audit quality, and improving auditor satisfaction. The team mate document linker for external audit. Randy Johnston Good day.

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Technology auditor audit CPA 98

Canopy Accounting

OCTOBER 19, 2022

Document management is a core element of every accounting project, but it can quickly become a headache if you don’t have a good system in place. Here are a few key things to keep in mind as you create your document management strategy.

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CPA Practice

MAY 14, 2024

The Public Company Accounting Oversight Board (PCAOB) approved a sweeping new standard on the general responsibilities of an auditor on May 13, including a provision that significantly cuts the maximum time period for the auditor to assemble a complete and final set of audit documentation from 45 days to 14 days.

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auditor audit financial statements Legal 69

Canopy Accounting

NOVEMBER 1, 2022

Your document management system is a big part of your accounting firm’s success. Drop the ball on document management, and your entire workflow grinds to a halt. At least you hope that it is. It could also be the weak spot that prevents your firm from growing.

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Randal DeHart

SEPTEMBER 15, 2023

Unfortunately, when a construction business grows, and staff need to be hired – or the owner needs to take time away from the company – it's an absolute liability not having processes and systems documented in one place. To be in business and to remain in business, become a business person!

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Construction quickbooks bookkeeping accountant 90

FraudFiles

MARCH 11, 2024

Tracy gives a list of documents that are typically used for the lifestyle analysis, and explains briefly what she does with them. If you suspect fraud during your marriage or divorce, you may want a forensic accountant to do a lifestyle analysis.

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forensic accounting Account accounted accountant 52

Withum

MAY 2, 2024

Understanding Natural Language Complexity The main challenge for using AI in legal documents is the difficulty of natural language understanding (NLU). Legal language is dense, filled with technical jargon, and varies significantly across documents. Let’s take a closer look into these challenges.

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Legal Technology Maine Tax 59

Cherry Bekaert

JUNE 19, 2023

One of the most important aspects to examine when applying for the Employee Retention Credit (ERC) is the documentation to support your claim to the credit. Our team has assisted many clients since March of 2020 to aid in proper documentation in the application process.

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Intuitive Accountant

AUGUST 16, 2022

In the second of a three-part series, Liz Scott shows what document fetching apps can help you automate the collection and download of documents.

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Insightful Accountant

SEPTEMBER 6, 2024

Ian Vacin, Karbon Chief Partnerships Officer and Co-Founder, delves into why you need to document and standardize your internal processes if you are serious about scaling your accounting firm.

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accounting firms Account accounted accountant 52

FraudFiles

AUGUST 7, 2023

Tracy Coenen and Miles Mason talk about some of the financial documents that should be requested during discovery in a divorce case: some of them are obvious, while others are not. Check out this video to find out the more created documents and why they can be important.

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Dent Moses

DECEMBER 19, 2022

As we enter the giving season, make sure you have the proper documentation to substantiate a gift for tax deduction purposes. The post Charitable Contribution Documentation appeared first on Dent Moses, LLP. Approximately 30% of annual charitable giving in the US occurs in December.

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tax return Tax Construction accountant 52

FraudFiles

MAY 2, 2022

Miles Mason, a Memphis divorce attorney, has a great article on his blog called Grab the Documents: What Spouses Need to Copy for Divorce Lawyers. Divorcing spouses always wonder what documents they need to take, and the list provided by Miles is a great roadmap. Documents are going to include both paper and digital records.

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Real Estate income tax tax return financial statements 52

CPA Practice

AUGUST 6, 2024

TaxDome , an award-winning premier practice management solution for tax professionals, bookkeepers and full-service accounting firms, has launched TaxDome AI, the first AI system for the profession designed to eliminate time-consuming document management. Improved Searchability: Filter client documents by type (e.g., John Smith.pdf.”

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Tax bookkeeping tax preparation Technology 52

FraudFiles

AUGUST 15, 2023

In divorce and child support matters, participants make claims about their income, but the documents often show something different. Memphis divorce lawyer Miles Mason explains the difference between claimed income and documented income.

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Going Concern

SEPTEMBER 30, 2022

auditing requirements because in numerous audits over numerous years Deloitte China asked clients to select their own samples for testing and to prepare their own audit documentation. The post The Talent Shortage Has Gotten So Bad Clients Are Now Doing Their Own Audit Documentation appeared first on Going Concern.

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CPA Practice

JULY 12, 2023

SmartVault, a leading provider of an integrated, cloud-based document management system (DMS) and client portal platform, has launched SmartRouting, a feature that creates logical, effortless organization between Thomson Reuters UltraTax CS tax application and SmartVault.

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tax return Tax Account accounted 52

Anders CPA

OCTOBER 3, 2023

In this webinar, Anders advisors will promote best practices for keeping disclosures within tolerance and other tips to streamline processes to get required documents to your borrowers in a timely manner.

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Education CPA 96

FraudFiles

APRIL 27, 2023

What documents must be obtained in a divorce proceeding when your forensic accountant needs to evaluate and investigate the income of the parties? In the below video, Tracy Coenen lists some of the basic documents that are needed to analyze wages, self-employment income, and investment income.

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forensic accounting Account accounted accountant 52

SMBAccountant

AUGUST 26, 2020

Receipts, emails, contracts, timecards… the list of items a small business must maintain as documentation goes on and on! When a small business enters the world of government contracting, the risk associated with maintaining supporting documentation increases significantly. Does your documentation prove that?

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Government Account accounted accountant 100

SMBAccountant

AUGUST 26, 2020

Receipts, emails, contracts, timecards… the list of items a small business must maintain as documentation goes on and on! When a small business enters the world of government contracting, the risk associated with maintaining supporting documentation increases significantly. Does your documentation prove that?

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Government Account accounted accountant 100

Menzies

AUGUST 12, 2022

The UK Government has tabled draft legislation setting out new transfer pricing documentation requirements that will affect the largest UK businesses. The post UK Transfer Pricing Documentation Changes Ahead was written by Menzies Demi Fossitt and appeared first on Menzies LLP. ” Are your transfer pricing policies up to date?

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chartered accountant tax return Maine audit 52

Canopy Accounting

SEPTEMBER 1, 2022

A sharp, well-organized document management system benefits your accounting firm in important ways. An upgraded, industry-leading document management system will bring 3 massive benefits to your firm and its accountants, including:

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Cherry Bekaert

APRIL 18, 2023

Commissioner [1] (Little Sandy Coal), the Court determined that the taxpayer did not provide the proper documentation to support its experimentation process necessary fo purposes of claiming the R&D tax credit. Taxpayers should pay special attention to documenting the involvement and actions of these individuals in research activities.

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Tax income tax Construction tax return 72

Anders CPA

OCTOBER 3, 2022

Since the Plan are regulated plans and must be able to show compliance in various areas, we strongly recommend that implement a Document Retention Plan that covers all important areas related to the Plan. Lastly, saving documents does you no good if you later can’t find where you stored them. Request a 401(k) Audit Consultation.

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CPA Practice

JANUARY 24, 2024

Wolters Kluwer has announced that multinational companies that use the SAP Document and Reporting Compliance solution can now manage their U.S. This new functionality is made possible thanks to a new, native integration between the SAP Document and Reporting Compliance solution and the Wolters Kluwer CCH SureTax solution. Because U.S.

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Technology Tax accounting and finance Gaming 52

Accounting Today

AUGUST 16, 2024

The company continued to use a controversial sales strategy to meet financial targets after promising it would stop.

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Account accounted accountant Sales 67

FraudFiles

JANUARY 13, 2022

What documents do you need? When a closely held business is being evaluated in connection with a family law case, the following business-related documents may be requested: Business ownership records (stock certificates, charters, operating agreements, joint venture agreements, corporate minutes, or other related documents).

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general ledger income tax tax return financial statements 52

LSLCPAs

FEBRUARY 13, 2023

Don’t wait until the last minute to get these five documents if you’re changing 401(k) auditors. The post Five Documents You Need If You’re Changing 401(k) Auditors appeared first on LSL CPAs. Accountants really do like to make people’s lives easier.

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auditor cpas Account accounted 52

Xero

OCTOBER 28, 2022

Here, Andy shares why he’s passionate about staying up to date with the latest tools and gadgets, and how he makes the most of document packs in his practice — a secure solution within Xero HQ that helps you easily collate, send and e-sign documents. Andy now uses document packs whenever he needs to share a document.

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tax return Technology Tax Account 61